As a Client Relationship Specialist, Austin works closely with clients on a regular basis, assisting with various questions they may have regarding their financial accounts. He also works with multiple custodians to process client requests, such as deposits, distributions, new account processes, or account maintenance.
Austin received a Bachelor of Science in Business Administration degree in Finance from Youngstown State University (OH), following the CERTIFIED FINANCIAL PLANNERTM (CFP®) Track, and minored in Economics with Statistics. He is licensed in Life, Health, and Accident Insurance for the state of Ohio and plans to take the CFP® exam later this year.
Austin joined the team in 2019 after fulfilling a college internship with JFS during his spring semester. Prior to joining JFS, he also completed internships with MassMutual and Sherwin Williams.
Outside of work, Austin enjoys lifting weights, golfing, spending time with friends, and watching sports — especially the Dallas Cowboys. He currently resides in Youngstown, Ohio.